OneDigital Investment Advisors LLC
Position in WM — Waste Management Inc
CIK 1690370
OVERLAND PARK, KS
Position in WM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,743,590
-$663,460 QoQ
Shares Held
7,823
-25.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#942
of 2,337 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WM Over Time
Shares Held
Position Value (USD)
Position in Waste Management
Industrials · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $3,448,714 across 4 Waste Management names. WM ranks #1 (50.6% of the industry book) .
All Filings in WM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,743,590 | 7,823 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,407,050 | 10,475 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,648,823 | 12,056 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,355,953 | 15,197 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,535,726 | 15,452 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,789,124 | 16,367 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,221,173 | 15,963 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,752,360 | 13,258 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,635,815 | 12,355 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,273,358 | 5,974 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,177,761 | 6,576 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $743,907 | 4,880 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $630,208 | 3,634 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $588,554 | 3,607 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $456,834 | 2,912 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $224,774 | 1,403 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $223,044 | 1,458 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $218,096 | 1,376 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $200,739 | 1,344 | Shares | Sole | 2021-11-05 | |
| 2021-03-31 | $207,464 | 1,608 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $274,305 | 2,326 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $213,099 | 1,883 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $239,992 | 2,266 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $232,603 | 2,513 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||